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4,390 hedge funds and large institutions have $1.68T invested in Apple in 2021 Q4 according to their latest regulatory filings, with 680 funds opening new positions, 1,520 increasing their positions, 1,956 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

886% more first-time investments, than exits

New positions opened: 680 | Existing positions closed: 69

23% more capital invested

Capital invested by funds: $1.36T → $1.68T (+$319B)

21% more funds holding in top 10

Funds holding in top 10: 2,2622,733 (+471)

14% more funds holding

Funds holding: 3,8454,390 (+545)

0.79% more ownership

Funds ownership: 57.25%58.03% (+0.79%)

22% less repeat investments, than reductions

Existing positions increased: 1,520 | Existing positions reduced: 1,956

25% less call options, than puts

Call options by funds: $42.3B | Put options by funds: $56B

Holders
4,390
Holders Change
+545
Holders Change %
+14.17%
% of All Funds
67.55%
Holding in Top 10
2,733
Holding in Top 10 Change
+471
Holding in Top 10 Change %
+20.82%
% of All Funds
42.05%
New
680
Increased
1,520
Reduced
1,956
Closed
69
Calls
$42.3B
Puts
$56B
Net Calls
-$13.7B
Net Calls Change
-$21B
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
551
Chartwell Investment Partners
Pennsylvania
$94.8M -$49.5K -313 -0.1%
Credit Agricole
552
Credit Agricole
France
$94.5M +$13.7M +86,849 +20%
OAM
553
Oppenheimer Asset Management
New York
$94.2M +$2.45M +15,472 +3%
SYBT
554
Stock Yards Bank & Trust
Kentucky
$94.2M +$4.26M +26,987 +5%
SSB
555
Sandy Spring Bank
Maryland
$93.8M -$36K -228 -0%
LSA
556
Leonteq Securities AG
Switzerland
$93.6M +$1.14M +7,205 +1%
RIG
557
Roosevelt Investment Group
New York
$93.5M +$212K +1,339 +0.3%
CC
558
Chicago Capital
Illinois
$93.4M -$12.9M -81,823 -13%
VC
559
Vestor Capital
Illinois
$93M +$6.71M +42,465 +9%
CWM
560
Congress Wealth Management
Massachusetts
$92.6M +$82.4M +521,237 New
FSA
561
Franklin Street Advisors
North Carolina
$92.4M -$1.89M -11,968 -2%
DIA
562
Dana Investment Advisors
Wisconsin
$91.7M +$1.67M +10,549 +2%
FHA
563
First Horizon Advisors
Tennessee
$91.3M -$2.2M -13,911 -3%
PHM
564
Prospect Hill Management
New Jersey
$91.2M
UAM
565
UAS Asset Management
New York
$90.9M +$45.4K +287 +0.1%
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$90.7M +$937K +5,926 +1%
NL
567
NWAM LLC
Washington
$90.6M +$3.98M +25,163 +5%
MA
568
Mutual Advisors
Nebraska
$89.6M +$848K +5,365 +1%
QIM
569
Quest Investment Management
Oregon
$89.3M -$4.86M -30,735 -6%
BCV
570
Banque Cantonale Vaudoise
Switzerland
$89.2M -$251K -1,591 -0.3%
BSW
571
Buckingham Strategic Wealth
Missouri
$89.2M -$1.2M -7,599 -1%
ORI
572
Oak Ridge Investments
Illinois
$88.8M -$1.31M -8,265 -2%
RE
573
RBC Europe
United Kingdom
$88.8M -$68.4M -432,900 -46%
HCMT
574
Highland Capital Management (Tennessee)
Tennessee
$88.4M -$851K -5,387 -1%
CNAM
575
Campbell Newman Asset Management
Wisconsin
$88.4M +$114K +719 +0.1%

AAPL Hedge Fund Activity: Q4 2021 in Review

4,390 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2021, worth a combined $1.68T — up 23% from $1.36T a quarter earlier.

Buyers outnumbered sellers: 680 funds opened new AAPL positions and 69 closed out — a net gain of 611 holders — while 1,520 added to existing stakes and 1,956 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $5.48B. The largest seller was HSBC Holdings, cutting an estimated $2.06B.

  • 4,390 institutional investors held Apple (AAPL) as of Q4 2021, up from 3,845 in Q3 2021.
  • Funds reported $1.68T of Apple stock for Q4 2021, up 23% quarter-over-quarter.
  • 680 funds opened new Apple positions in Q4 2021 and 69 closed out, a net change of +611 holders.
  • The largest Apple buyer in Q4 2021 was T. Rowe Price Associates, an estimated $5.48B added.
  • The largest Apple seller in Q4 2021 was HSBC Holdings, an estimated $2.06B sold.

Based on aggregated 13F filings for Q4 2021.